See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,170 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,176 | $63,442+10.6% | $68,791+2.0% | $66,914+4.9% |
| Participation rate | 79.1% | 60.0%+19.1pp | 69.0%+10.1pp | 69.8%+9.3pp |
| Annual return | -17.44% | -8.29%-9.2pp | -6.38%-11.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,267 | $1,775-28.6% | $2,655-52.3% | $2,544-50.2% |
| Participant deferral / active EE | $4,843 | $2,945+64.5% | $3,941+22.9% | $4,237+14.3% |
| Admin fee / account holder | $180 | $577-68.8% | $4,932-96.3% | $593-69.6% |